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| Provider | Service type | Compensation |
|---|---|---|
YUNG GERIS GROUP1 year Service code 26 130 WEST SUPERIOR STREET · DULUTH, MN 55802 | Advisory (Participants) | $7,406 |
MERISTEM LLP1 year Filed as: MERISTEM CRESSET Service code 26 701 CARLSON PARKWAY, SUITE 1400 · MINNETONKA, MN 55305 | Advisory (Participants) | $5,368 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,040 | $84,499-26.6% | $125,391-50.5% | $66,949-7.3% |
| Participation rate | 83.9% | 76.4%+7.5pp | 82.4%+1.5pp | 69.8%+14.1pp |
| Annual return | -16.38% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $2,523 | $3,554-29.0% | $4,816-47.6% | $2,545-0.9% |
| Participant deferral / active EE | $5,287 | $6,785-22.1% | $7,448-29.0% | $4,239+24.7% |
| Admin fee / account holder | $73 | $685-89.4% | $10,009-99.3% | $594-87.8% |